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, export economy? the u.s. has become one of the world's largest energy producers, but while natural gas production has increased, it's been largely ignored as a domestic fuel. but could exporting it help fill up your tank? cramer talks with cheniere energy's ceo next. and later, smooth operator? spam maker hormel foods put another consumer brand on its plate today after it forked over $74 million to buy skippy peanut butter. could this layer another level of success to this story or will investors have an allergy? don't miss the ceo, all coming up on "mad money." >> don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. >>> it's one of the great economic tragedies of our time. we have all this incredibly cheap, clean and abundant natural gas in this country yet it seems like nobody here wants to use the stuff. as long as it sells for less than 4 bucks per thousand cubic feet, nobody wants to drill for it. it's currently selling for $3 a
the revolution in energy in this country. >> buy, buy, buy! >> we have so much of it, particularly so much natural gas it will not be just 2013, 2012, but a multi-year game changer. while we're thrilled about north american energy independence, and by the way, the american technology behind them, don't forget that, we need to ask, how can this theme make us money? i mean, this is "mad money," not mad energy sufficiency. who are the principal winners from years of ultra cheap natural gas to come? the answer, the chemical companies. the plastic makers. because they're the big beneficiaries of the remarkably low cost of natural gas related feed stock, what goes into plastic. and the best of the best, dow chemical, ppg, westlake, georgia gulf and liondel basin. they thrive on the cost advantage of two of my absolute favorite gals when it comes to making plastic poly and ethel. at this moment, only dow chemicals has done much to capitalize on the cheap domestic energy. taking advantage of the cheap natural gas plays in the good old usa. it's almost as if the bulk of the chemical companies don't
to recognize the inherent value of paypal. and you buy the same thing if it happens again. kinder morgan energy partners, kmw. the mass limited partnership finished 2012 terribly. in part because people worried the tax breaks would be erased by the burgeoning fiscal cliff. buyers remain under a cloud. declining oil prices and the debt ceiling negotiations and new revenue raised by taxing them. you know what? that's the same old, same old. i don't care. like kinder morgan. looking for an entry point. yield above 6%, and currently 5.77%. you know what? if it happens, before they report, i would pounce. bank of america reports on thursday morning. okay. could this be the breakout quarter for bac, b-a-c-. the funny thing about the market. when everyone expects something good, you tend not to go it. the stock super bowl momentarily. this is a long-term positive story that needs to be button weakness, it bothers me that the stock caught two -- not one, but two downgrades in the past week. as you will hear later, short term, some concern. that's just short term, though. citigroup, the first conference
, the boom going on in energy in this country would continue. i'm larry kudlow. we'll be right back. [ male announcer ] how can power consumption in china, impact wool exports from new zealand, textile production in spain, and the use of medical technology in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's just one reason over 75% of our mutual funds beat their 10-year lipper average. t. rowe price. invest with confidence. request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. with investment information, risks, fees and expenses i've always had to keep my eye on her... but, i didn't always watch out for myself. with so much noise about health care... i tuned it all out. with unitedhealthcare, i get information that matters... my individual health profile. not random statistics. they even reward me for addressing my health risks. so i'm doing fine... but she's still going to give me a heart attack. we're more than 78,000 people looking out for more than 70
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after the energy industry. whether they can get that done or not. that's to be determined. but there's some real sector implications as to how we see this austerity measures coming together. >> good point. thanks, gentlemen. we appreciate it. we'll be watching the markets ahead of earnings for sure. >>> more than 250 retail executives rub elbows at the womens summit in new york. amazon shares hitting a record high. but a traditional retailer stock not doing so well today. courtney reagan has more on this story. over to you. >> thanks. retail in focus both in the markets today and here with the womens wear daily ceo summit. today the s&p index outperforms the bench mark. but shares of jcpenney falling more than 4% as ron johnson spoke here to a packed room. though it was close to media, we know the insiders were tweeting he spoke about lessons learned. both from the transition he's going through from retailer as well as former boss steve jobs. we don't now how the holiday turned out for jcpenney. one person we spoke to is very happy with how his merchandise performed at jcpenney. >> w
to happen. >> you know, dan, you basically agree that energy efficiency is a noble goal, but you also think it's okay to tax mileage on electric cars. generally you tax things you want to do less of. so you wouldn't tax electric cars. and you would more heavily tax the things that you want to consume less. and that is carbon. >> here's the thing. first we're strong supporters of investments that will help increase the number of electric cars on the road. that's a good thing. but at the same time our infrastructure is ailing. it's estimated that half of our roads need to be resurfaced or repaired. close to 1/3 of the interstate highway system is in sub standard condition that has economic costs. right now the gasoline tax doesn't pay for all the repairs that are needed. so we've got to raise revenue. and it's better to do it from the users of the roads including electric vehicles rather than from the general public. if you live in new york city or chicago and only ride the subway all the time, why should your tax dollars go to pay for roads that you don't use? that's why this -- go ahead. >>
. >> what have been the benefits that you've felt? >> well, energy. better body composition. my brain function, we tested, is actually quicker than it was five to six years ago. >> and there are plenty of patients eager to follow the trail he's blazing. the ones we talked to in las vegas consider this a lifestyle choice, and they're prepared to roll the dice. >> you could get killed in the interstate tomorrow. >> every physician that's out there using it is seeing results they've never seen before. >> terren peizer is selling hope to the desperate. he claims to have a revolutionary drug therapy for addiction that breaks the grip of methamphetamine, cocaine, and alcohol. dave smart was a meth addict for 20 years. he took peizer's treatment one time. the cravings? >> the cravings were gone. >> what do you mean? you mean overnight? >> i mean overnight. that's the way it worked for me. [jingly thai music] >> thailand: an exotic vacation land known for its buddhas, its beaches, its brothels. but how about going for hip surgery or a multiple bypass or a face-lift? a growing number of americ
is the dramatic cash flow. energy costs down in the united states, that matters. the saudi plan is finally kicking in. and, you know, this is a cash on hand story. they've really developed a situation where they've brought some labor costs down. they had a pension contribution. always difficult. $1.9 billion cash, they only have one piece of debt due in 2013. this is a much better story. again -- >> i want the bigger takeaways. i care about it, but i don't care that much. i want to care more about what it says -- >> i think that's a great point. the answer is, europe's not getting that much worse. you know, if you were a calculus guy, you would say the rate-to-rate exchange is greater. if we have a problem with the debt ceiling. china is straight up. what is klaus's view on china? he thinks the new regime came in and said, you know what, we've been way too tight, way too worried about inflation. let's put on the jets, infrastructure spend. what i think they're developing in china, and i candidly get this from klaas, it's a sewer situation. i know that sounds strange. but literally they've got to d
hate it when you say that. but look, bonds offer very little value. i use lindco and lind energy as an example. versus some of the real estate investment trusts. medical and health care. there's a lot of bond alternatives. you don't have to be stopped. >> even a dividend yielder like j & j. >> j & j is so undervalued. stock up 7% to 8% last year? with a stroke of a pen they could get that stock to 80, just by breaking it up. put together by someone who, frankly, i know is revered, weldon. there's no reference here for it. >> what is the ten-year -- what is the yield on the ten-year have to get to before we decide that the great rotation is in the midst of happening from bonds to stocks? >> i would have told you when a dividend -- >> now? >> when we thought the tax was going to go to 40%, i would have said, you know, it goes up a half a percent, that's fine. but look, dividends were preserved. we never talk about how big that was, the dividend -- >> enormous. >> it's led to a lot of buying in the last few days. people said, oh, i've got to sell those stocks. even the worst ones ha
's turning. are there other sectors like energy other other places that you think are fun to be in a good position? >> you know, when i comes to things like energy and commodities, i like to look for the companies either that are able to get the stuff from here to there or are figuring out how to get away without using quite so much of it. the obvious energy names, i think that's pretty well done. although i can't comment to be an expert on the names in the sector. house sg on its way back. and then you may start wanting to look for, you know, who benefits in the second derivative from those -- from the strength we're going to see in the housing market. >> other key themes, yesterday we is spoke with byron lein who gave us a list of predictions. one of them was the energy sector who said because you're going to see so much more production, you could see a drop in oil to $70. >> that's the privilege of watching this on an airplane yesterday. i saw byron's interview. and i know he came off pass mystic. remember there are some powerful, marginal players in the energy market. we need energy p
and energy, not only for this year but the next three to five years out. i think financial services deserves also a close look as well with many healthy financial services companies and, of course, what they have done to de-leverage. would i say those three areas before i would look at and focus on with high marks towards energy and some telecom as well. information technology. >> all right, jeff? >> yeah. we like large-cap stocks and in particular we like technology materials and energy. in particular we're actually adding to international markets. we think the valuation is more attractive than the u.s. markets so we think europe is another place we can put money to work. >> gordon, do you see any areas not participating that are warning signs to you or that are opportunities where you can still get in at this point? >> well, one of the things that i've been looking for is a question of whether this whole business of austerity and cutting back is going to have such a detrimental effect that you won't see growth in things like materials and infrastructure overall. i haven't seen that so i th
. friday, a five-year high. know we don't have a lot of energy, but i'm not that worried about it right now. see a bigger drop before people got concerned. upside, boeing having a lot of problems. airlines, all up today. the numbers have been great. fares up and revenue trends stable and fuel prices are stable. we've got a potential deal out there with u.s. air, and -- and amr out there, so the important thing is good news for the airlines in general. all the jewelry companies having a great day. cignet great sales, most jewelry stores to the upside. telecoms on the weak side. pcs had very weak subscriber figures though that was during the trading day yesterday. a little strange about the fact that they are all down today. finally, guys, you were talking about whether or not we'll have good numbers on the earnings front and whether the weak earnings are baked. in doing the same thing again, guys. brought the numbers down really, really low. 3% growth in the 500 so far this quarter. down from 12%, 13%. they are going to beat these numbers once again and so the bulls will argue that once agai
call. we've been talking about the energy space and gotten tremendous pubback from many clients on the interest there, but it's generally one of the last cyclical areas investors rotate into. there's opportunity here between now and going into the middle of q2. >> we'll watch energy. thank you for that. make us some money. guys, thank you very much. see you soon. have a good weekend. >> appreciate that. >> notable ipos on next week's agenda as well and bob pisani has the lowdown on that angle. hey, bob. >> quiet recently, but next week we'll get a brand name. take a look at this, norwegian cruise lines, believe it or not, third biggest cruise operator in neckor america, going to be a $400 million deal. this will be a nice one to watch. it will be in the middle of next week. a lot of interest in master limited partnerships. three of them coming next week. they are back by physical assets that generate revenue. in fact, very nice dividend yields. take a look. sun coke energy, 8.25% yield here. next one here, take a look at cvr refining, petroleum refining operations in kansas and
demand is growing, the oil price may act as a break in the world economy. the energy revolution will have a global impact in oil flows toward asia. and the global shift is underpinned by huge energy investments. we are going to be talking about u.s. energy. >> yeah -- exactly. we're also seeing reports about how u.s. oil import will be at the lowest in 25 years. there is a change afoot. >> i guess that's what the iea head is saying, asia is going to take more of the u.s. demand. >>> to earnings. yes, alcoa swung to a fourth quarter profit matching forecasts. results were helped by stabilizing raw aluminum prices. higher prices and cost cutting. revenues down 1.5% to $5.9 billion. that did beat estimates. alcoa is also slightly boosting its 2013 global demand forecast from 6.5% to 7%. kleinfeld says growth in china is coming back and europe is doing better than expected. the stock up 1.3% in after hours. in frankfurt, up 1.72%. join for the first hour, for the first time this year, charlie diebel. hello. good to see you. right. here we are. we've kicked off earnings season. what do you mak
coming in. as you can see, less energy. in terms of sectors here. most major names with big moves up last week. energy financials for example, look at sectors. all modestly to the down side today. i think the important thing that's interesting here is that materials are weak here. dollar is down today. that normally helps metal stocks. as you can see, none of them are doing much. but reporting in the next couple of days. want to know, gold stocks having a tough day here. harmony had to shut down mines in south africa because of strikes going on there. gold stocks still not performing very well. we will have an expert on at 1:30 eastern time to talk about the outlook for gold in 2013. >> welcome, good to see you, let's focus on the earnings season kicking off. you wrote about it a little bit this morning on your note. is that a real concern right now? >> i think it is. they prepared us, kind of investors for a weak fourth quarter. they have been talking about it for a while so it shouldn't be too much after surprise. i think the surprise will be the extent of really how bad it'll be, right
it be steel companies, energy costs are down. southwest air, i never recommend airlines anywhere, but you see them going up. raw costs being down, natural gas staying low. really nice offset to what washington can do. by the way, norfolk southern. look at the transports. southwest air. you have the federal express. this stock is breaking out. that's an asian play. norfolk southern had just been the anchor. truckers are still problematic. but if you can see coal shipments going up, because it's an incredibly cold winter in china, you'll have some surprises in transports. >> energy, in terms of the key costs, going down potentially. maybe that answers the question of some who say, hey, margins have been so high for so long, we're not going to have significant revenue growth this year if we get a 2% gdp number. can we really expect margin of improvement this year, and what kind of multiple do these earnings deserve moving through 2013. >> wells fargo talking about georgia gold. when you hear new housing, listen up. housing is the story, other than what phil lebeau was talking about last week. au
energy -- >> look, we're at a moment where i don't think anybody who's got a mortgage, they know they're getting a good price. the ohio regionals are going to do better. that welgs is now a sale. look, wells could go to 33. if it had been to 32, it will go to 33. it ran to $35.40, and the group got ahead of itself. but remember, this is a temporary problem. you have millions of people coming on air every day saying, the fed's going to have to raise rates. if that's the case, wells fargo is your number one stock. >> meanwhile, is american express adding to what morgan stanley has done, what citi has done, and that is trimming their work force. in this case, you could probably argue by a more significant level, right? >> and for different reasons, yes. >> that's really the pressure from the digitization of the travel business as opposed to morgan stanley. the digits getting smaller and smaller in terms of the profit margins there. >> i was thinking, you know, i remember thinking taking trips with my father in the '70s, you couldn't travel around the world without american express travel
it was a turn in the housing market. it was cheap energy and an improvement in u.s. manufacturing. but nevertheless, i think you are seeing for fundamental reasons have pretty good strength in the u.s. >> well, that was jim's view. chris, what do you take away from the minutes yesterday? it had a big impact on the dollar, pushing benchmark yields higher, as well. i think we have to be contextualizing what comes out for minute statements compared with headlines. and i think that the real issue has been the fed has decided in the last six months to start actively talking about policy as part of the policy, if you like. it's the giving voice to what's going on. and we've heard a lot more from the fed about what it's anticipating doing in 2013/14. the idea that there's probably a relatively even balance, bear in mind we have new fed members coming in this year, there's a relatively even balance between people that think you should do more accommodate than not. it takes take away the weapons the fed was already working with until we saw the unemployment level coming down to the kind of
states, health care is something that our managers like. energy, more cyclical consumer discretionary leaning a little bit into a cyclical play. don't overshoot it but just lean too it. >> at the same time you guys are only looking for 1,500 on the s&p. we're at 1470 so between now and the end of the year. >> 0 point? >> looking for 30 more points on the s&p. >> coming into this year a lot of volatility is wrapped around that. saw that last year, a rally, pullback, rally, pullback and rally into the end of the year. high single sdajts reasonable expectations for someone having into this market, wrapped with a lot of volatility. get so much more, so much the better, but it will be a cheap ride in our opinion. >> we'll leave it there. gentlemen, thanks so much. great conversation. appreciate it. this market is gaining momentum as we approach the close. let's find out what's behind it from bob pisani. over to you, robert. >> you know what's important. put up the s&p 500, because we're about to close -- if we close at 1469 or so, five-year highs in the s&p, near historic highs, of course,
acquisition, very good. there's so many notes out today, that energy is going down in price. that's always been the variable that no one can control. i think we've all flown planes and would be shocked that, hey, this is an extremely full flight, will you please put your luggage where you can't find it. i do believe southwest, after what i thought was paying too much for air tran, was able to rationalize this. i like the deutsche bank upgrade. >> then it came out. >> thank you. you know, yesterday's phil lebeau report, you watch the stock shrink as you see the smoke coming. boeing is one of the best-run companies in the world, would i fly this thing. but the technology of a new plane obviously challenged. >> interesting. >> we've had gordon bethune, he calls it a teething problem. which i guess happens with every new model. just rarely on such a public scale, right? this is an operation now. >> you need some gripe water. >> it still works. >> i don't know if you ever used that. that's a way to be able to -- when the kids don't feel well, teething problem. but i will point out, it may be a
, energy and fixed income. 2012 a pretty rough one. 88% of them trailing the market, according to goldman sachs. . the average hedge fund posted a rough 6% gain last year, according to hedge fund research. >>> and the problems continue to pile up for boeing's dreamliner after an oil leak and a cracked cockpit window were discovered on two separate flights in japan today. the latest incidents come ahead of a scheduled press conference from the federal aviation administration and the u.s. department of transportation. that's scheduled for 9:30 eastern. the uf of a is expected to announce a review into the aircraft's power systems after several mishaps on tuesday. 787 at boston's logan airport leaked around 40 gallons of fuel on to the tarmac a day after another airplane caught fire in boston. boeing stock? i'm not sure we have it. don't worry about it. the we're looking at the three-month chart on the nikkei. up 25.65% in the last three months. up another 1.6% today. shinzo abe announcing another stimulus bill suggesting the bank of japan should maybe think about adopting an employment targ
stock is energy transfer partners. >> listen to me and listen good. if they do an equity offering the ceo will be on the wall of shame. do you hear me? wall of shame if you do an equity offering. my charitable trust ounce it. it's the worst stock that the trust owns. and that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade. >> happy new year dr. cramer. >> glad i got that doctorate, man. what's going on? >> breaking bad boo-yah from the land of enchantment. >> a walter white jesse boo-yah back at you. >> happy boo-yah new year to you and your "mad money" staff, jim. >> i had the best staff in the world. let me say i did beat them all in fantasy football. i was going to work it in. this was the best moment. that's a different show. shout out. >> welcome to this week's edition of "cooking with cramer." >> i love peanut butter. >> join us next time for more cooking with cramer. >> sometimes the best stock picks are ripped from the headlines. just like an episode of "law & order" we're on track
. >> let's check out the latest moves in energy and metals. sharon. >> definitely about china when you're talking about most of the commodities an the momentum that we're seeing in the commodities sector today. we are looking at oil prices broken out above 94% a barrel for the wti contract and that is significant. the fact that we did see from china december oil imports up 8% and year over year we're seeing a rise of nearly 7%. that's what traders are looking at. but also saying wti is a bit overbought here. less momentum in the brent crude contract. metals, it is palladium and platinum once again help to go le helping to extend the gains based on what we're getting out of china. and gold and silver, they hit session highs after the e echle commentary. copper not as much of a gainer. momentum tapered off at the end of the year. melissa, back to you. >>> coming up, kick starting a smart watch. pebbles version is launching later this month. also ahead, herbalife fights back after michael johnson finishes addressing shareholders, he'll appear on "squawk on the street." take a look at this
-- >> in the first two years? >> out of 62. >> renewable energy and the like. >> exactly right. renewable energy. anything made in american samoa, for example, gets this tax write-off, et cetera. and that's, you know, that's for attorneys -- >> why american samoa? >> it's a good question. again, the best guy to look at this is a guy named tim carney who writes for the "washington examiner" he's my colleague, and he does all the investigative reporting on this stuff. and he'll trace it all the way back to who knew who and somebody's friend and somebody's brother-in-law, et cetera, et cetera, you can find it all. but the bottom line is it's not right. it's not what we're actually trying to get the government to do. even if you're a liberal you think that somebody should be held, that the rich should pay something like whatever we call their fair share. nobody thinks that their fair should go into the pocket of another rich guy who simply has a better lobbyist. that's just not right. >> do you have that chart, greko? >> this is a call for corporate tax overhaul and just for tax overhaul in general,
, big subsidies for green energy. and offshore tax havens. goldman sachs gets a tax credit to build a new building in downtown new york. citi also gets a subsidy for offshore. these are the banks. i thought we stopped giving money to the banks. g.e. i guess my friend jim immelt his time on those advisory committees is paying off. i mean, tim carnie, isn't this proof pudding why we need tax reform and especially business tax reform? >> tax -- >> these are stables. these are dirty stables full of you know what, tim. >> tax -- yeah, tax complexity is the lifeblood of so many lobbyists on k-street. it has a huge dead weight cost on the economy and the big guys benefit while the small guys who don't understand it all they're the losers. >> see, this is not free market capitalism. tim carnie knows that. i say to you the viewer. this is not free market capitalism. this is cronyism of the worst kind and corporate welfare of the worst kind. many thanks, tim carnie. >>> now folks today, the markets didn't continue the big rally from wednesday. coming up, the father of supply-side economics ar
energy. that was a laggard, we think that's due for a catchup and industrials should also do well in the upcoming year. >> in terms of washington and the dysfunction, how much of an impact are you expecting this debt ceiling debate to have? >> we're quite worried about it. we hope they don't shoot themselves in the foot. the good thing is the market saw in december even though there was a lot of fighting, ultimately they did the right thing so maybe it doesn't have to sell off as much before. >> i'm sorry, what does that mean? shoot themselves in the foot? does that mean they should do the right thing and stop borrowing 1 trillion a year. >> michael, you're right. we already shot ourselves in the foot. >> shooting ourselves in the foot would be coming up with a deal before the deadline, not a week after the deadline after they scare the bejabers out of everybo everybody. >> in 2011 they raised the debt ceiling and promised to cut $1.2 trillion. guess what? they punted on that one. now they are one sequestration in arrears. they owe us two and we're not getting any. that's not shoo
as some of the energy names. remember, banks usually sell off, maria, after the earnings season starts, not as we're going into it. that's a little bit unusual. keep an eye on that. nat gas stocks on the downside, nat gas on a multi-month low. maria, back to you. >> breaking news right now. let's get to herb greenberg on herbalife. >> reporter: a multitude of new angles on this story on herbalife, this just crossing. dow jones reporting that the securities and exchange commission has opened an inquiry into herbalife. that doesn't mean anything is necessarily going to occur, but it's an inquiry in the company. the stock on this news is down. last i checked it's down 4%, still coming down, as are other companies in the group. i want to point one thing out here, and a lot of times we talk about the federal trade commission. people ferg that the s.e.c. itself can and has in the past probed multi-level marketing companies. maria, back to you. >> herb, thank you. >> amazing timing that this happens on the same day that we find out that dan lobe takes a long position against bill ackman's sho
to the next step which is energy, yesterday in particular, great news for rig, made a setment with the doj, looking at bp and anadarko and halliburton, and it may, may be very smooth sailing for them, up another 10%, 15% by mid-year if they can make nice settlements. >> you're a very famous technician. a lot of people follow you. tell us how you look through the debt ceiling fate that we know is coming. the last debt ceiling debate was horrific and had a major effect on the economy. >> lots of volatility. i don't know if it's another cliff. i mean, a milk cliff and cheese cliff and everybody is worried about it. can i tell you something? i've been doing this for close to 50 years. i've never seen so many people so negative for so long. guys, put on your bullish hat. this thing is going to sail. >> and that is -- we should point out. that's a contrarian way to think, right? when everybody is so bearish that's the precise moment you should be bullish. >> we're talking mega bearish. airline at 52-week highs, housing at 52-week highs, autos. a lot of groups have already done very well >> what
the price target from $11 to $12. cabot, oil and gas and wpx energy both down today along with those sectors which were the losers. maria? >> all right. bertha, thanks very much. looking at equities. let's look at fixed incomes. let me bring joe back. you're favoring fixed income over stocks. tell us why. fixed income obviously has been the place that we've seen lots of money flows over the last several years at this point. do you think that it continues. >> no. we don't favor fixed income so i'm not sure where you get that. we favor emerging market fixed income and with countries with surpluses, canada, mexico, australia. we're very concerned with fixed income, and we think what you're going to see is the retail investor going back to owning equities. as everyone has said is they have really underparticipated in what's happening. i just came back from mozambique in south africa and zimbabwe, and you see this vibrant growth in the emerging markets which people are really underexposed to, so we think this coming year, the growth is going to come from those engines, and you really want to part
regardless of your politics on obama care. looking at energy very selectively and looking in cyclicals and some areas of consumer discretionaries. there may not be as much pop off the bet there but looking at global credit markets as well, adding to that yield advantage that may be available there, but you'll have to pick better stocks and better bonds. >> kenny, what are you seeing? >> i'm seeing, maria, that we've hit the top. struggled with 1472. it is a high and feels bullish but in the short term we're going to hit some resistance here. i would suspect the market will back off. a couple of issues in front of us at the end of the month. i suspect if there's any sense at all that they are not going to compromise or negotiate you'll see the market come right back in. that being said i would use that, any weakness opportunity to jump right back in because i do think my sense is that the market wants to go higher this year, want to go higher this year. our economy is stabilizing. economies around the world are stabilizing so i think it's a good year. >> where are you seeing the convict
of occidental petroleum, the energy company up over 2.5%. the company saying it's cost-cutting man, an effort to cut $300 million in costs is on track. it should be visible in the fourth quarter and even more visible in the first quarter. investors like that news. stock up 2.55%. tyler, back to you. >> mary, thank you very much. target has announced a major move with implications for retail across the board of the company promising to match online retailer's prices year-round. there you see shares at $60.70 down half a buck. >> tart may be packing away holiday decorations but keeping price match around. the retailer will continue to match online prices, in addition to three-year running price match program many analysts not entirely surprised and think others will have to follow. susquehanna says the effort cannot be a holiday phenomenon. if you're going to build traction with your stores you have to be priced appropriately. tart made it easy to price compare now that all stores have wi-fi. the big question is impact on margins. on the margin front relative to walmart target is pretty close b
on the shale gas story. on the one hand, the u.s. is going to be totally self-sufficient on energy. people believe in shale gas. other people say that the rates are enormous and yet the oil price doesn't seem to be coming down because of it. which one is it? is it a genuine story or is it -- which one is it? >> it's always complicated, isn't it? i think it's a mix of things. on the gas side of thing, they've seen phenomenal growth. the problem is, oil is a slightly different story. but both the oil and decline rates are phenomenal after literally a few days, the decline rate goes down from 50% to 80%. so you need to keep trimming a huge number of rates. it's very, very expensive. i definitely don't buy the argument that the u.s. is going to be independent by an x number of dates, no. there are lots of problems. infrastructure is massively messed up at the moment. pipelines go another way, oil production going another way. refineries, heavy crude, lots of issues to deal with. i think in terms of why isn't lower gas prices impacting oil, gas and oil don't interact these days very much. oil i
five years. but the concerns seem to be around things like infrastructure, energy policy and immigration and in particular, the general level of regulation. so what cfos are saying to us is what worries them are things more around the microsooidz side of the economy. >> business hasn't really come up with a view for that, hasn't it? >> we'll see what comes out of that. >> thank you for joining us. if you have any thoughts or comments, please e-mail us, worldwide@cnbc.com. >>> we're getting more details on japan's xlumtry budget. kitadai-san, hello. >> hello, ross. the government has compiled an outstanding for fiscal 2012 valued at more than $14 billion. the new liberal democratic led government plans to spend a large portion of the funds on public projects. the budget will focus on targets to introduce resistant construction standards at schools and hospitals, plus provide funds to repair aging roads and water pipes. the extra budget includes funds for ads 1.7 billion lending scheme to encourage firms to develop new technologies and pursue overseas m&a. the lending schem
this fracking thing going on which is the biggest thing happens in 50 years in the energy industry for lowering costs. i'm bullish. but china, they have to come to terms with their export dependsy. >> so you're tenured at ucor vine? >> i've been there for 25 years, joe. >> uc ervine? >> it's so hard, joe. you're having a real tough time there digging trenches. >> hey. we're in englewood, new jersey, buddy, so you've got nothing on that. >> been there, done that. i love the mothership. >> laguna is how far from you? >> i can't complain. i'm not complaining. >> you've got a lot of traffic. that's what i'm hanging my hat on. >> there you go. not at this time of morning. >> no. see you later. >> take care, man. >>> coming up, what do hedge funds and advertising agencies have in common? more than you think. how they're invading madison avenue. that and is more when we return. ♪ [ male announcer ] don't just reject convention. drown it out. introducing the all-new 2013 lexus ls f sport. an entirely new pursuit. we don't let frequent heartburn come between us and what we love. so if you're one of th
, energy particularly in the service sector, places where even if you do get some disappointment on the consumption, are going to be worried about q1, that these companies still have the ability to outperform because they leverage a global growth, they're leveraged to emerging market. one other things that's suggested is looking at larger companies. i had a big rally in small caps last week, but the companies that are from the best positions are the mega and the large caps, not the small caps. >> if you're looking at big companies that are global companies, what are you talking about, a cisco or something? >> yaes. i think that's a good example. companies that are leveraged in infrastructure, companies not so dependent on that consumer wallet share. >> thank you very much for coming in today. >> thank you very much. >>> coming up, we're going to take a crip to the futures pits and check on the early action this morning. but first, check this out. mcdonald's changing its name in the land down under. for one month, mcdonald's restaurants are going to be renamed macas, a local nickn
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